DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Heidi Alberta Cregor
Feed of 09/14/2026
At current firm
13 y
since May 10, 2013
In the industry
26 y
since Aug 2, 2000 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- J. W. Cole Advisors, Inc. BD affiliated currentsince May 10, 2013 · Tampa, Fl
- Financial Advisers Of America, LLC formerNov 24, 2009 to May 10, 2013 · Honolulu, Hi
- Cooper Mcmanus independent RIANov 3, 2009 to Nov 24, 2009 · Honolulu, Hi
- Securities America Advisors, Inc. formerAug 15, 2008 to Nov 4, 2009 · Honolulu, Hi
- National Planning Corporation ("Npc Of America" In Fl & Ny) formerJan 2, 2002 to Aug 19, 2008 · Honolulu, Hi
Moves
a registration end followed by a registration begin elsewhere
- Financial Advisers Of America, LLC to J. W. Cole Advisors, Inc.left May 10, 2013, registered May 10, 2013 (0 days) · corporate re-registration, not a move
- Cooper Mcmanus to Financial Advisers Of America, LLCleft Nov 24, 2009, registered Nov 24, 2009 (0 days) · Other
- Securities America Advisors, Inc. to Cooper Mcmanusleft Nov 4, 2009, registered Nov 3, 2009 (-1 days) · Other
- National Planning Corporation ("Npc Of America" In Fl & Ny) to Securities America Advisors, Inc.left Aug 19, 2008, registered Aug 15, 2008 (-4 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address